The All-New Portfolio Experience is the 7th iteration of our portfolio workflow and has major improvements that will speed up your workflow and optimize the way you use Riskalyze. In this article, we’ll discuss how you can add accounts, holdings, and models into your portfolios.
In this article:
Adding and Removing Accounts
To get started, you'll create a new portfolio for your client or prospect. Start by selecting an account type, choosing between a standard account (Funds, Stocks, and Other) or an Annuity/Insurance account (coming soon). The Funds, Stocks and Other account is our default account type, and when selected will give you a few different options for entering holdings. The options are as follows:
- Enter Manually: Takes you directly to an empty account, where you can manually search for investments to add via the "Add Investment" search bar along the bottom of the account.
- Copy a Model: Coming soon
- Import File: Coming soon
- Asset Sync: Coming soon
Adding holdings, models, and favorites
To add holdings to a portfolio, navigate to a client, select their portfolio, and click on the account you’d like to add holdings to.
Click the Add Investment or model box at the bottom of the portfolio. From here you can search for a specific security, model, or favorited fund from Discovery!
Once you’ve clicked the security or model you’d like to add, you can type in the dollar amount or percentage, and the holding will be added.
Removing Accounts or Holdings
To remove an account, simply check the circle next to the account (or select multiple accounts) and click the trash button that appears at the bottom of the screen.
Similar to the account workflow above, to remove a holding, simply check the circle next to the security (or select multiple securities) and click the trash button that appears at the bottom of the screen.